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GeoWealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

GeoWealth Management’s Portfolio DCOR Stock Details DCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.84M Sell
46,780
-255
-0.5% -$20.2K 0.12% 103
2026
Q1 		$3.39M Buy
47,035
+6,137
+15% +$458K 0.12% 109
2025
Q4 		$3.01M Buy
40,898
+4,346
+12% +$316K 0.11% 116
2025
Q3 		$2.63M Buy
36,552
+17,974
+97% +$1.25M 0.1% 138
2025
Q2 		$1.24M Buy
18,578
+4,527
+32% +$282K 0.05% 218
2025
Q1 		$862K Buy
14,051
+11,767
+515% +$758K 0.03% 302
2024
Q4 		$147K Buy
2,284
+80
+4% +$5.21K ﹤0.01% 867
2024
Q3 		$140K Buy
2,204
+2,090
+1,833% +$127K ﹤0.01% 815
2024
Q2 		$6.79K Buy
+114
New +$6.62K ﹤0.01% 850

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

GeoWealth Management's DCOR Position: Q2 2026 in Review

GeoWealth Management reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 0.54% in Q2 2026, selling an estimated $20.2K and leaving 46,780 shares worth $3.84M. The position accounts for 0.12% of the portfolio, ranked #103.

GeoWealth Management first reported a position in DCOR in Q2 2024 and has held it in 9 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • GeoWealth Management held 46,780 shares of Dimensional US Core Equity 1 ETF worth $3.84M as of Q2 2026.
  • GeoWealth Management sold 255 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $20.2K.
  • Dimensional US Core Equity 1 ETF made up 0.12% of GeoWealth Management's portfolio in Q2 2026, its #103 holding.
  • GeoWealth Management first reported a position in Dimensional US Core Equity 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.